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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,303 |
THOMPSON HINE LLP2+ years Filed as: THOMPSON HINE Service code 29 · EIN 34-0575300 | Legal | $64,739 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,831 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $23,759 |
28 funds hold $198M of the plan's $205M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $28.7M | 14.5% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $25.4M | 12.8% |
| 2030 Retirement Fund Manager not matched · Collective trust | $20.7M | 10.5% |
| 2040 Retirement Fund Manager not matched · Collective trust | $15.7M | 7.9% |
| 2035 Retirement Fund Manager not matched · Collective trust | $13.9M | 7.0% |
| 2050 Retirement Fund Manager not matched · Collective trust | $10.0M | 5.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9.5M | 4.8% |
| 2025 Retirement Fund Manager not matched · Collective trust | $9.2M | 4.7% |
| 2045 Retirement Fund Manager not matched · Collective trust | $9.0M | 4.6% |
| 2055 Retirement Fund Manager not matched · Collective trust | $7.8M | 3.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.